What you can see and do in this application depends on the security permissions associated with your 25Live user account. In addition, if your user does not have permission to view Contacts (Basic: 7.0 View Contacts in Series25 Group Administration) the default scheduler for a location may not be visible. If you can't access something you think you should be able to, contact your 25Live Administrator.
Contact names of users that are schedulers, requestors, and other roles appear in 25Live if you have permissions to view them. Users with appropriate permissions can also edit contact details from this view.
To View Contact Details
1. View the Object Details
When you view the details of an object, such as an event, location, resource, organization, or task, contact names are often included.
2. Hover or Right-Click the Contact Name
To see any available details, click or tap on the contact name. The contact's phone number or email address may be available.
Hovering Your Mouse Over For Quick Details
From a desktop view, if you hover your mouse pointer over a contact name, some brief details will appear with clickable links for any email addresses shown.
Right-Clicking A Contact Name to Go to Full Details
From a desktop view (or if using a mouse on a tablet), you can right-click on a contact's name to display a menu of choices:
- Open in New Tab to view full contact details in a new browser tab
- Details to go directly to the full contact details view
- List to see a listing of events associated with the contact by role
- Calendar to view a calendar of events associated with the contact by role
The full contact details view includes links to the List, Calendar, and Audit Trail contexts for that contact.
Use the star icon () next to the contact name to add it to your favorites.
Using the More Actions Display
Use the More Actions menu link to expand all of the options available for Contacts.
You can close the display using the Collapse link.
This display provides the ability to Copy Contact or Delete Contact.
How to Delete a Contact
1. Open the More Actions Display
As described above, use the More Actions menu link to expand all of the options available.
2. Use the Delete Contact Link
With the More Actions menu expanded, use the Delete Contact link to open the delete display.
3. Toggle Delete Mode On
Toggle the Delete Mode control to On to enable. These extra steps help give you a moment to consider if you want to take the permanent action of deleting the contact.
4. Use the Delete Button and Confirm
With the Delete Mode on, the Delete button and its warning message will display. If you're sure, click or tap the button and confirm in the next dialog. The contact will be permanently deleted from your Series25 database.
Inline Editing Contact Details
Use the Edit Mode toggle at the top of any event, location, resource, or organization details view to turn on or off the ability to edit fields inline. When the toggle is on, edit icons appear next to many fields. Turn the toggle off to protect fields from accidental edits.
Formal Names of Objects
The formal name field for locations, resources, organizations, or contacts can be edited by hovering your cursor over the name to reveal the editing icon () option.
For text-based fields, use the edit icon to enter the editing mode, make changes, then use the Save button. The Cancel button is available to exit editing mode without saving changes.
The same edit icon appears next to multi-line fields, like addresses, to allow editing.
Editing Large Text Fields
Some comment fields are large text fields and can only display plain text, such as those used in event details.
Some comment fields use rich text editors for inline editing that can render styles, images, and some HTML (such as links or embedded elements). Examples of uses include adding emphasis to text, images of resources, or 360-degree views of locations. Look for the rich text menus and controls to tell if the field accepts styled elements.